User Management

ORG SETTINGS > User Management

The user management tab is where you will be able to add or remove users as well as adjust user permissions.

The list of users within your organization will appear in a vertical list here (see above). The “seats remaining” count informs you as to how many more users you can invite to this particular organization.

There are 5 seats per standard organization. If you require more, please reach out via the billing and licensing section of Pluvo’s help center.

When adding a new user to your organization, all you need to do is input their email address. A temporary login will be sent to that address which will allow them to log in. From there, we recommend that the user immediately sets a new password within the user settings widget.

When inviting new users, you must select a role: Member or Admin. The difference in roles is that members are more limited in what data they can see, whereas an admin can see ALL data.

• Members: Can see financial data that pertains to them, based on where they fall in their organization’s hierarchy (more on this in the Organization knowledge article).

• Admins: Can see all financial data in an organization, for administrative purposes.

Ensure that you are assigning roles carefully, to ensure that data security is upheld.